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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,344 | $149,040-79.6% | $120,225-74.8% | $137,256-77.9% |
| Participation rate | 10.5% | 75.4%-64.9pp | 69.6%-59.1pp | 80.0%-69.4pp |
| Annual return | 17.59% | 605.68%-588.1pp | 439.23%-421.6pp | 220.34%-202.7pp |
| Employer contribution / active EE | $522 | $4,350-88.0% | $3,475-85.0% | $4,156-87.4% |
| Participant deferral / active EE | $522 | $4,655-88.8% | $3,999-86.9% | $6,407-91.8% |
| Admin fee / account holder | $658 | $6,348-89.6% | $5,696-88.4% | $12,270-94.6% |